|
⚲
|
| Premier Financial Group Inc
✚
|
|
|---|---|
| CRD # | 107314 |
| SEC # | 801-38364 |
| CIK # | 0001764449, 0001646460, 0000946647, 0001548258, 0001989061, 0001577916 |
| AUM | $819.9 M (2026-03-02) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 707-443-2741 |
| Address | 725 Sixth Street Eureka, CA 95501-1103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 2.2 | ||
| iShares Silver Trust | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 530 | 476.4 |
| (b) Individuals (high net worth individuals) | 16 | 144.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 154.8 |
| (h) Charitable organizations | 5 | 37.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,362 | 819.9 |
| By Discretionary | ||
| Discretionary | 1,340 | 697.5 |
| Non-Discretionary | 22 | 122.4 |
| Total | 1,362 | 819.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 819.9 | |
| Total | 1,362 | 819.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000946647] | |
| 10-Q | [0000946647] | |
| 3 | [0000946647] | |
| 4 | [0000946647] | |
| 5 | [0000946647] | |
| 8-K | [0000946647] | |
| SC 13G | [0000946647] | |
| 3 | [0001548258] | |
| 4 | [0001548258] | |
| 10-K | [0001577916] | |
| 10-Q | [0001577916] | |
| 3 | [0001577916] | |
| 4 | [0001577916] | |
| 8-K | [0001577916] | |
| SC 13G | [0001577916] | |
| D | [0001646460] | |
| D | [0001764449] | |
| 13F-HR | [0001989061] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Premier, Inc. | |
| Boudreau Helen M | |
| Fine Peter | |
| O'Quinn Marvin R | |
| Statuto Richard J. | |
| Wolf Ellen C | |
| Radcliff Bruce J. | |
| Bigalke John T. | |
| Davids Jody R | |
| Miller Marc D | |
| View All | |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Net Worth Advisory Group LLC
✚
|
UT | 0.8 |
|
Peterson Wealth Advisors LLC
✚
|
UT | 0.8 |
|
Granite Group Advisors LLC
✚
|
CT | 0.8 |
|
New Harbor Financial Group LLC
✚
|
MA | 0.8 |
|
Nelson Capital Management LLC
✚
|
CA | 0.8 |
|
NorthStar Asset Management Inc
✚
|
MA | 0.8 |
|
CIM LLC
✚
|
NY | 0.8 |
|
Francis Financial Inc
✚
|
NY | 0.8 |
|
PSI Advisors LLC
✚
|
FL | 0.8 |
|
Spectrum Financial Alliance Ltd LLC
✚
|
KY | 0.8 |